Help When You Need It Most…

Do your clients have a WILL and an ENDURING POWER OF ATTORNEY in place?

Without a will in place, it can often leave family members in a predicament , at a time when they should be grieving the loss of their loved one.

The intestacy Rules set out who is entitled to inherit from your estate if you do not leave a valid will . If there is no Will, your money and possessions will be distributed according to the Intestacy Rules laid down in the Administration of Estates Act (Northern Ireland) 1955. If you have no relatives, the Crown is entitled to take everything.

At ProbateNI, we recommend everyone should have both a WILL and ENDURING POWER OF ATTORNEY in place to avoid these situations occurring.

This is an opportunity for you to not only have those conversations with your clients and add value to the service you already provide, but it’s also an opportunity for you to increase the revenue to your business.

In this brief video of a real life case, this lady lost her husband to a sudden illness and he died intestate.

ProbateNI were appointed to manage the Probate process on her behalf, and this will generate a return for the introducing broker in the region of £900. This introduction has since led to further financial services business being disturbed which has been bounced back to the introducing broker.

For any queries on how to get started, please reach out to either Michael or mysellf at our website at www.probateni.com.